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Name Holding Trade Value Shares
Change 		Change in
Stake
WIM
1651
Waverton Investment Management
United Kingdom
$881K – – –
MFS
1652
Miller Financial Services
Michigan
$880K +$34.7K +801 +4%
NIM
1653
Needham Investment Management
New York
$879K – – –
CWS
1654
Cypress Wealth Services
California
$879K +$28.6K +661 +3%
CIA
1655
Choate Investment Advisors
Massachusetts
$879K -$48.6K -1,122 -5%
OFS
1656
OneAscent Financial Services
Alabama
$878K +$31.3K +723 +4%
WIS
1657
Wright Investors Service
Connecticut
$877K -$55.9K -1,291 -6%
SMH
1658
Sanders Morris Harris
Texas
$877K +$497K +11,478 +136%
RPCONE
1659
Retirement Planning Company of New England
Rhode Island
$875K +$31.2K +720 +4%
MIC
1660
Means Investment Company
Maine
$873K -$4.63K -107 -0.5%
OA
1661
Operose Advisors
Wisconsin
$873K +$13.6K +314 +2%
GS
1662
GTS Securities
Florida
$871K +$272K +6,289 +46%
WIC
1663
Wilkins Investment Counsel
Massachusetts
$871K – – –
RWP
1664
Ridgecrest Wealth Partners
California
$869K -$20.5K -473 -2%
CCIA
1665
Campbell & Co Investment Adviser
Maryland
$868K +$297K +6,851 +53%
TAM
1666
Trillium Asset Management
Massachusetts
$866K +$8.7K +201 +1%
PWM
1667
Proathlete Wealth Management
Florida
$866K +$9.61K +222 +1%
SFI
1668
SPC Financial Inc
Maryland
$866K -$19.1K -442 -2%
CFP
1669
Catalyst Financial Partners
Massachusetts
$866K -$16.1K -373 -2%
FFBTD
1670
First Financial Bank - Trust Division
Ohio
$862K -$40.4K -934 -5%
OL
1671
one8zero8 LLC
North Carolina
$862K -$20.5K -474 -2%
DP
1672
Denver PWM
Colorado
$861K – – –
WJWM
1673
Williams Jones Wealth Management
New York
$861K – – –
GSIAS
1674
Garden State Investment Advisory Services
New Jersey
$860K -$50.7K -1,171 -6%
ACM
1675
Advance Capital Management
Michigan
$860K +$48.3K +1,115 +6%
65 66
67
68 69